HDFC Retirement Savings Fund - Hybrid Debt Plan - Plan

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4–7 yearsInvestment Horizon

HNI,MATarget Segments

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Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Standard Deviation4.3%

Sharpe Ratio0.05

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Services3.89%

Utilities2.19%

Financial Services22.65%

Consumers8.6%

Capital Goods26.46%

Energy & Infra15.77%

Technology20.44%

Domestic100%

CompanySectorAllocation

Treps - Tri-Party RepoUtilities10.40%

6.67% Govt Stock 2050Utilities9.00%

Tata Consultancy Services LtdTechnology7.03%

Larsen & Toubro LtdCapital Goods6.37%

Mahindra Rural Housing Finance LimitedUtilities6.36%

Tmf Holdings LimitedUtilities6.19%

6.19% Govt Stock 2034Utilities6.11%

Reliance Industries LtdEnergy & Infra5.88%

7.57% Govt Stock 2033Utilities4.98%

Net Current AssetsUtilities3.96%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)2.14%

INF179KB1MK0

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)